Flaherty & Crumrin Pre&inc FPFD
13F holders, Q1 2024 (March 31)43holders
$10.60avg. 13F price*
At the end of Q1 2024, 43 institutions reported holding Flaherty & Crumrin Pre&inc F (PFD) in their 13F filings. The largest holders were Sit Investment Associates Inc. ($3.1M), Raymond James Financial Services Advisors, Inc. ($2.5M) and Morgan Stanley ($2.4M).
- Company
- Flaherty & Crumrin Pre&inc F
- CUSIP
- 338480106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $482K |
| Exits | 5 | $507K |
Ownership 43 holders
| Sit Investment Associates Inc. | 0.07% | Add +245.8% | 291,167 | $3.1M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -3.2% | 236,014 | $2.5M |
| Morgan Stanley | 0.00% | Add +9.8% | 223,149 | $2.4M |
| UBS Group AG | 0.00% | Add +8.9% | 158,670 | $1.7M |
| Bank of America Corp. | 0.00% | Add +9.4% | 156,402 | $1.7M |
| Wolverine Asset Management LLC | 0.12% | Add +15.3% | 127,100 | $1.3M |
| AQR Arbitrage LLC | 0.07% | Add +26.9% | 124,667 | $1.3M |
| SFI Advisors, LLC | 0.74% | Add +198.2% | 89,443 | $949K |
| Osaic Holdings, Inc. | 0.00% | Reduce -7.8% | 84,834 | $900K |
| Wells Fargo & Company | 0.00% | Add +200.6% | 71,965 | $764K |
| Private Wealth Strategies, L.L.C. | 0.15% | Add +2.1% | 67,489 | $716K |
| Royal Bank of Canada | 0.00% | Reduce -7.3% | 55,304 | $588K |
| Robinson Capital Management, LLC | 0.20% | Add +22.3% | 54,858 | $554K |
| Landscape Capital Management, L.L.C. | 0.05% | Add +12.4% | 51,881 | $550K |
| LPL Financial LLC | 0.00% | Reduce -4.3% | 37,749 | $401K |
| LongView Wealth Management | 0.12% | Reduce -5.9% | 27,668 | $294K |
| Raymond James & Associates | 0.00% | Reduce -0.7% | 22,143 | $235K |
| D.A. Davidson & Co. | 0.00% | Reduce -0.5% | 21,677 | $230K |
| Matisse Capital | 0.11% | Add +6.2% | 21,138 | $224K |
| IFP Advisors, Inc | 0.01% | New | 18,037 | $191K |
| Commonwealth Equity Services, LLC | 0.00% | Add +1.2% | 17,487 | $186K |
| Wedbush Securities Inc. | 0.01% | Add +2.2% | 17,025 | $181K |
| Poplar Forest Capital LLC | 0.02% | No change | 15,425 | $164K |
| Centaurus Financial, Inc. | 0.01% | Add +0.3% | 15,351 | $163K |
| Logan Stone Capital, LLC | 0.03% | New | 14,850 | $158K |
| Cooper Financial Group | 0.02% | Reduce -2.9% | 13,302 | $141K |
| Cetera Investment Advisers | 0.00% | New | 12,261 | $130K |
| SpiderRock Advisors, LLC | 0.00% | — | 11,533 | $121K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | No change | 11,060 | $117K |
| McClarren Financial Advisors, Inc. | 0.05% | Reduce -26.1% | 7,115 | $76K |
| Comerica Bank | 0.00% | Reduce -32.6% | 5,045 | $54K |
| Pathway Financial Advisers, LLC | 0.01% | Reduce -0.0% | 3,760 | $40K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 1,250 | $13K |
| Principal Securities, Inc. | 0.00% | No change | 1,040 | $11K |
| Wolff Wiese Magana LLC | 0.01% | No change | 996 | $11K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 750 | $8K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -4.3% | 662 | $7K |
| Geneos Wealth Management Inc. | 0.00% | No change | 360 | $4K |
| JPMorgan Chase & Co. | 0.00% | Reduce -78.9% | 343 | $4K |
| US Bancorp \de | 0.00% | No change | 300 | $3K |
| WR Wealth Planners, LLC | 0.00% | New | 291 | $3K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 200 | $2K |
| Blue Trust, Inc. | 0.00% | No change | 200 | $2K |
"% of holder's portfolio" is PFD's weight in each manager's 13F, not the share of Flaherty & Crumrin Pre&inc F the manager owns.